RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$858K
3
+$599K
4
CSCO icon
Cisco
CSCO
+$577K
5
FCX icon
Freeport-McMoran
FCX
+$566K

Top Sells

1
+$1.42M
2
+$998K
3
+$919K
4
AAPL icon
Apple
AAPL
+$903K
5
CVS icon
CVS Health
CVS
+$573K

Sector Composition

1 Technology 13.18%
2 Financials 10.81%
3 Healthcare 9.95%
4 Energy 8.93%
5 Consumer Staples 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$847K 0.45%
6,673
+245
52
$796K 0.42%
23,286
-14,189
53
$795K 0.42%
2,580
-84
54
$780K 0.41%
5,474
+900
55
$777K 0.41%
3,520
-90
56
$773K 0.41%
8,896
-1,225
57
$731K 0.39%
3,062
-17
58
$721K 0.38%
2,799
-1
59
$721K 0.38%
1,580
+78
60
$709K 0.37%
4,290
+239
61
$703K 0.37%
5,175
+1,381
62
$700K 0.37%
4,953
+1,370
63
$694K 0.37%
14,543
-89
64
$686K 0.36%
15,017
+236
65
$674K 0.36%
7,925
+296
66
$665K 0.35%
6,461
+2,932
67
$651K 0.34%
4,124
+1,209
68
$641K 0.34%
5,920
+249
69
$640K 0.34%
22,881
70
$636K 0.34%
16,144
-676
71
$633K 0.33%
1,477
-410
72
$616K 0.32%
8,559
+1,409
73
$597K 0.31%
1,717
+63
74
$596K 0.31%
32,387
+13,949
75
$595K 0.31%
9,167
+5,527
1 2
3
4 5